Breezway + Vtiger CRM

TL;DR Summary

• About the Company: Breezway is an 85-year-old Australian manufacturer of louvre windows, headquartered in Brisbane, Australia, with operations also in Malaysia and Hawaii.
• Challenge: Decentralized sales, fragmented data, manual processes, delayed quote creation, reduced coordination, collaboration, and efficiency.
• All-in-One Solution: Vtiger CRM centralized customer data, automated workflows through Process Designer, and Approvals.
• Modules Used: Contacts, Organization, Leads, Deals, Cases, custom modules, Process Designer, Approvals, Workflows, Sync Connector BCI (built for them), Target Add On, and Forecast and Quota
• User Satisfaction: Breezway saw a 60% boost in productivity through streamlined workflows, accurate data, and faster quote creation, ultimately improving overall efficiency.

About the company

Breezway is an 85-year-old manufacturing company specializing in louvre windows for commercial and residential buildings. They are recognized for their energy efficiency and comply with international standards. With headquarters in Brisbane, Australia, the company operates sales offices across Australia, Malaysia, and Hawaii.

Challenges

Breezway faced many challenges before coming across Vtiger CRM. They are

• Decentralized sales: The sales cycle was handled by different people across various regions, making coordination and collaboration extremely difficult.
• Scattered Information: The organization recorded customer data in paper diaries and Excel spreadsheets, making it difficult for the team to access accurate and up-to-date information. 
• Manual Processes: They relied heavily on manual operations which increased human errors. 
• Slow creation of quotes: Generating quotes and sales orders was time-consuming, which in turn impacted team efficiency and customer responsiveness.

The Solution

Breezway chose Vtiger CRM to address these challenges. The solution comprised:

• Centralized CRM platform: Vtiger consolidated Breezway’s customer data, enabling easy access to customer-related documents like quotes and orders.
• Workflow and Process Designer: Using Vtiger’s Process Designer, Breezway automated business processes through customizable workflows. 
• Approvals Configuration: Vtiger’s Approvals streamlined the quote approval process by setting up rules and criteria. 

Outcomes and Benefits

After adopting Vtiger CRM, Breezway witnessed a lot of improvements:

• Increased productivity: There was 60% increase in sales productivity due to automated workflows, consolidated data, and better dashboards.
• Fast quote generation: With custom workflows and automated approvals, quote and sales order creation became faster and more reliable.
• Better analytics: The organization shifted from fragmented data to a system where dashboards and reports offer a single source of truth.

Future Readiness

• Breezway has expressed interest in exploring AI within Vtiger to improve business operations.
• Breezway plans to integrate Vtiger CRM with SAP to synchronize product and quote data.

Conclusion

Breezway’s transformation using Vtiger CRM showcases how a robust CRM platform can address long-standing operational challenges. By centralizing data and automating workflows, Breezway achieved 60% greater productivity, transparency, and responsiveness.